Laela Susan Erickson
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Edelman Financial EnginesJun 2024 to now
- LPL Financial LLCOct 2022 to May 2024
- Thrivent FinancialFeb 2021 to Oct 2022
- Thrivent Investment Management IncJul 2020 to Oct 2022
- Morrie's Minnetonka SubaruMay 2020 to Jan 2021
- UnemployedApr 2020 to May 2020
- Morries Minnetonka SuburaJul 2019 to Mar 2020
- Gander Outdoors/camping WorldOct 2018 to Jul 2019
- UnemploymentSep 2018 to Oct 2018
- Think Great, LLCSep 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250787
- Firm CRD
- 104510